GLC (@GLC_Research) / X

GLC

6,294 posts

GLC

@GLC_Research

Crypto Research & Reporting | Contributing @maplefinance & @HyperliquidR | glcresearch.xyz | hyperliquidr.xyz

linktr.ee/GLC_Research

Joined May 2024

Pinned
GLC
@GLC_Research
Mar 19, 2025
Hyperliquid Proposed Valuation || @HyperliquidX Hyperliquid is in a league of its own, with no real comparables in crypto. As the fastest-growing company in the industry, $HYPE presents a compelling R/R, backed by strong fundamentals and massive growth potential. What sets
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GLC
@GLC_Research
Oct 7, 2024
🧵 $DEAI, the little brother of $TAO ! As you may have already seen, these two projects are often compared this way, as they share a similar value proposition. Both are infrastructure projects designed to support the development of artificial intelligence projects built on top
65K
GLC
@GLC_Research
Sep 2, 2025
Why $HYPE Remains Mispriced || 🧵@HyperliquidX In this thread, we outline why we believe $HYPE appears significantly undervalued and why the market is likely to continue repricing it higher. We begin by benchmarking $HYPE against $COIN, $HOOD, and $NASDAQ. For comparability,
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GLC
@GLC_Research
Dec 14, 2024
Aerodrome Valuation || 🧵🛩️ @AerodromeFi Over the past month, $AERO has started to gain the attention it deserves, delivering a +60% performance over the last 30 days. However, we believe this momentum for $AERO is far from over. With over $20 bn in trading volume on its DEX
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GLC
@GLC_Research
Jun 8, 2025
Replying to @JamesWynnReal
Let’s recap. Wynn publicly supported Hyperliquid from the moment he opened his $1B position. He then got liquidated multiple times, lost over $100M, and blamed market makers for hunting his positions. After ending up underwater, he began asking the community for donations.
33K
GLC
@GLC_Research
Jun 23, 2025
Maple x Core: BTC Yield Product || @maplefinance @Coredao_Org With a 65% dominance, Bitcoin continues to prove itself as the leading crypto asset. It is increasingly perceived as a neutral, apolitical store of value, with adoption growing among individuals, institutions, and
28K
GLC
@GLC_Research
Oct 11, 2025
Last night, Binance went down. Lighter was done. Hyperliquid ? Zero downtime during one of the largest liquidation cascades ever. Hyperliquid made millions in fees and buybacks. HLP made over $40 million. $40 MILLION !? The best marketing for Hyperliquid is simply having
GLC
@GLC_Research
Oct 10, 2025
The only good news: Hyperliquid is making money $40 million for HLP ?? Hyperliquid.
41K
GLC
@GLC_Research
Jan 23, 2025
$AAVE might shake the banking sector || @aave 👻 As you already know, $AAVE is one of our highest conviction for this bull run and the years ahead. Four months ago, we conducted a comprehensive analysis of the project and a lot has happened since then. It is now time to provide
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GLC
@GLC_Research
Oct 29, 2025
And now, $HYPE will most likely get its own ETFs before being listed on Binance and Coinbase... Strangely aligning with Hyperliquid Strategies most likely launching before the end of November. All of a sudden, the biggest pain point -- $HYPE distribution -- is getting fixed: a
GLC
@GLC_Research
Oct 28, 2025
For those who still don’t understand why improving distribution is a net positive for $HYPE, check out the summary of the excellent Space hosted by @defi_monk and @Keisan_Crypto a few months ago. What we’re seeing with @RobinhoodApp users buying $HYPE is just a glimpse of what
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GLC
@GLC_Research
Oct 14, 2024
All you need to know about $DEAI || @zero1_labs 🧵 As you may have noticed, @zero1_labs is gaining significant attention & the price action is currently very strong. Therefore, we decided to conduct a comprehensive analysis of the project in collaboration with @YrileC to
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GLC
@GLC_Research
Nov 15, 2024
$NPC, THE ONLY MEMECOIN IN OUR PORTFOLIO || 🧵@NonPlayableCoin $NPC is soaring this week, entering price discovery with an impressive +50% weekly performance! For those who've been following us, we shared our analysis of $NPC back in early September. While we typically focus
GLC
@GLC_Research
Sep 4, 2024
$NPC, THE ONLY MEMECOIN YOU NEED ! As you know, we specialize in analyzing projects with solid fundamentals and strong value propositions to build the best possible portfolio. However, we are also in this ecosystem for speculation, and when an interesting opportunity arises,
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GLC
@GLC_Research
Jun 12, 2025
Article
Pendle Thesis: “The Best Stablecoin Beta Play ?”
Stablecoins are entering a new phase of significant adoption. Regulatory clarity is improving with the GENIUS Act. Over the past twelve months, stablecoin trading volume was 20 times higher than...
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GLC
@GLC_Research
Jul 23, 2025
$HYPE looks more mispriced now than it did at $10. ▫️Open interest keeps hitting new all-time highs. ▫️Fees exceeding $5M, this is quickly becoming the norm. ▫️Phantom integration is onboarding millions of users and generating significant annualized revenue. ▫️$PUMP price
24K
GLC
@GLC_Research
Sep 24, 2024
$AAVE is Set to Dominate This Bullrun || Full Thread At first glance, the DeFi sector might seem daunting, often perceived as the most complex area for those involved in the crypto industry to grasp. It also tends to be viewed as less appealing compared to the latest projects
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